VLGSX vs. BLV
Compare and contrast key facts about Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Long-Term Bond ETF (BLV).
VLGSX is managed by Vanguard. It was launched on Mar 1, 2010. BLV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLGSX or BLV.
Correlation
The correlation between VLGSX and BLV is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VLGSX vs. BLV - Performance Comparison
Key characteristics
VLGSX:
0.05
BLV:
0.19
VLGSX:
0.16
BLV:
0.35
VLGSX:
1.02
BLV:
1.04
VLGSX:
0.02
BLV:
0.07
VLGSX:
0.11
BLV:
0.43
VLGSX:
6.12%
BLV:
5.00%
VLGSX:
12.44%
BLV:
11.02%
VLGSX:
-46.41%
BLV:
-38.29%
VLGSX:
-39.06%
BLV:
-28.03%
Returns By Period
In the year-to-date period, VLGSX achieves a 1.55% return, which is significantly lower than BLV's 1.66% return. Over the past 10 years, VLGSX has underperformed BLV with an annualized return of -0.72%, while BLV has yielded a comparatively higher 0.96% annualized return.
VLGSX
1.55%
1.17%
-6.45%
1.16%
-6.66%
-0.72%
BLV
1.66%
1.02%
-4.74%
2.42%
-4.28%
0.96%
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VLGSX vs. BLV - Expense Ratio Comparison
VLGSX has a 0.07% expense ratio, which is higher than BLV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VLGSX vs. BLV — Risk-Adjusted Performance Rank
VLGSX
BLV
VLGSX vs. BLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Long-Term Bond ETF (BLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VLGSX vs. BLV - Dividend Comparison
VLGSX's dividend yield for the trailing twelve months is around 4.29%, less than BLV's 4.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLGSX Vanguard Long-Term Treasury Index Fund Admiral Shares | 4.29% | 4.31% | 3.30% | 2.81% | 1.79% | 1.83% | 2.44% | 2.73% | 2.55% | 2.68% | 2.80% | 2.77% |
BLV Vanguard Long-Term Bond ETF | 4.61% | 4.68% | 4.06% | 4.17% | 3.37% | 5.84% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% | 3.90% |
Drawdowns
VLGSX vs. BLV - Drawdown Comparison
The maximum VLGSX drawdown since its inception was -46.41%, which is greater than BLV's maximum drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for VLGSX and BLV. For additional features, visit the drawdowns tool.
Volatility
VLGSX vs. BLV - Volatility Comparison
Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) has a higher volatility of 3.44% compared to Vanguard Long-Term Bond ETF (BLV) at 3.05%. This indicates that VLGSX's price experiences larger fluctuations and is considered to be riskier than BLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.